our services
TAXES
BOOKKEEPING
ADVICE
I'm here to make your life easier.
On average, business owners spend between 5-10 hours per month on their bookkeeping. These are hours that can be spent on your business or with your family. If you have been contemplating handing over the reins, this is your sign. No business is too small to have proper books and records in place. Having current and correct books make the transition to tax preparation a much smoother and painless process and I am here to do just that!
the deets
01
TAXES
OFFERINGS
With over 10 years' experience in the tax world & and licensed to prepare and represent client before the IRS, you will be provided with quality support and services regarding your tax needs.
— Business & personal tax preparation
— Business & personal tax planning
— Tax return amendments
— & more!
INQUIRE NOW
02
BOOKKEEPING
OFFERINGS
INQUIRE NOW
Small business owners usually put the accounting on the back burner as they have so many hats to wear on a day-to-day basis. You can depend on us to expertly manage your books for you as you focus on running your business.
— Clean up
— Catch up
— Monthly income & expense management
— Monthly financial preparation
— & more!
02
BUSINESS SERVICES
OFFERINGS
INQUIRE NOW
We can add value by being a trusted advisor when it comes to starting your business! Maybe you already have and are looking for assistance staying compliant with state filings. We are here to be a resource and get you the comfort you seek in the unknown.
— Business formation
— Business filings
— Business consulting
— & more!
My goal is to be a trusted and knowledgeable preparer in your corner that won't use accounting jargon that makes you feel overwhelmed.
UNFILTERED ADVICE, REAL RESULTS
YOUR NEW ENROLLED AGENT
let's make it happen
I was clueless when it came to tax season. I have also had bad experiences in the past hiring people to help me. Mari is not only an enrolled agent, but she is someone who cares to educate and advise you. She goes above and beyond to audit your business and provides tax planning strategies with your best interest at heart. Without her I would not have known what I was doing wrong or could be doing better. I would recommend Mari to any business owner who is ready to have a stress-free tax season. She is simply the best!
— EMMY JONES
Mari has helped our small business in so many ways. She's taken careful steps to analyze our accounts and cash-flow in order to show us how to unlock more capital. We felt stuck for so long and now, by working with Mari, we feel we can move things forward with confidence. She's extremely attentive and communicative. Couldn't recommend her and her services enough!
— Katie Mollica | Anato-Me
In 2021 I was a brand new entrepreneur and the idea of doing my taxes (and possibly messing them up) actually terrified me. You were the only EA I spoke with that actually got on a Zoom call with me and immediately made me feel like I was in good hands and put me at ease! The whole process has been super clear, I haven’t felt overwhelmed and you’ve been proactive each quarter so that I'm not worried about missing deadlines with my taxes. I couldn’t do it without your help and would recommend every small biz owner make this investment!!!
— Lexie Swearingen
Mari is the one you want in your corner when working through the headache that can be taxes. She's so thorough, caring, and really takes the time to explain in detail so that you feel comfortable during what can be a stressful process. I'm so grateful to have Mari on my side and I've recommended her to many of my friends, family, and clients because I trust her expertise in taxes and also admire who she is as a person.
— Mallory Carpenter | Plum Phoenix LLC:
Mari was referred to me by a close family member and working with her was the single best decision I made to improve my business this year! She is extremely detail-oriented, knowledgeable, and emotionally intelligent. When I started working with Mari, she met me where I was and coached me to start becoming more organized with my business finances. Since Mari is an enrolled agent, she is able to educate and advise you through the lens of the IRS. Additionally, her background allows her to provide expert tax planning strategies. Thank you so much Mari!
— ELIZABETH FIFIELD
In our business, client experience is our top priority. As our company has grown, we have often been disappointed when outsourcing as the standard we hold ourselves to with our clients clearly is not the norm across all industries. On our first call with Mari, every concern that we had she made note of and she has matched our value with client experience. Believe me when I say that she has gone above and beyond our expectations!
— TRACI EDWARDS | ADVENTURE + VOW
